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Aptus Capital Advisors’s iShares US Financials ETF IYF Stock Holding History

Aptus Capital Advisors’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.6K Hold
671
– – ﹤0.01% 1287
2026
Q1 		$79K Buy
671
+71
+12% +$8.81K ﹤0.01% 1196
2025
Q4 		$77.4K Hold
600
– – ﹤0.01% 1224
2025
Q3 		$76K Hold
600
– – ﹤0.01% 1164
2025
Q2 		$72.6K Hold
600
– – ﹤0.01% 1126
2025
Q1 		$67.7K Hold
600
– – ﹤0.01% 1069
2024
Q4 		$66.3K Buy
+600
New +$66.8K ﹤0.01% 1066

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aptus Capital Advisors's IYF Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 671 shares worth $85.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Aptus Capital Advisors first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Aptus Capital Advisors held 671 shares of iShares US Financials ETF worth $85.6K as of Q2 2026.
  • Aptus Capital Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
  • iShares US Financials ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1287 holding.
  • Aptus Capital Advisors first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.